Brian Mazgaj is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior positions include roles at BMO Harris Financial Advisors, M&I Trust Company, M&I Insurance Services, Wells Fargo Clearing, and Merrill. He is based in Marco Island, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a broad range of customizable investment strategies.

Daniel Drappo is a CFP® professional with 39 years of experience in the financial services industry. He has worked at LPL Financial since 2018 and previously spent seven years with INVEST Financial Corporation and over three decades with Community Bank, N.A., where he is also a Regional Sales Manager for the bank's Wealth Management Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, with investment strategies implemented by its network of investment adviser representatives.

Rosalynd Shaw is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining LPL Financial, she held various roles at Northwestern Mutual from 2021 to 2026 and worked at Gallagher Bassett from 2016 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Steven Davis is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with LPL Financial, having joined in 2023 after 12 years at Edward Jones. Davis also operates Madison & Wealth Management, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning and access to model portfolios and third-party asset managers, supported by technology tools and a broad spectrum of financial products.

Stephanie Shaw is a CFP® with 14 years of industry experience, currently affiliated with LPL Financial. She has been a partner at Langdon Shaw Associates Inc. since 2011. Shaw serves as Treasurer and a Board Member of the Indianapolis Opera and is a Board Member and Finance Committee participant for the Indianapolis Symphonic Choir. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants through a large network of investment adviser representatives. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Kevin Mangam is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2023, he worked at Cadaret Grant & Co., Inc. for one year and has operated the Mangam Agency since 2015. Outside of advisory work, he is involved in selling various health, life, and group insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports a wide range of investment strategies and offers integrated financial and insurance services through a large network of advisors.

James Balarezo is a Series 66-licensed financial advisor with LPL Financial, based in Tallahassee, FL. He has been with LPL Financial since 2022 and previously worked for BecJam Ventures for ten years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Efrain Acosta is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he held roles at Redwood Credit Union and worked in education at Napa Valley College, Vintage High School, and Redwood Middle School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Lemuel Montgomery is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network and A. G. Edwards & Sons, Inc. He is also involved as a non-variable insurance agent with Sage Insurance Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors across discretionary and non-discretionary strategies.

John Hungerford is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and over 32 years of industry experience. His work history includes positions at BMO Harris Financial Advisors, Merrill, and N2L Wealth Management LLC. Outside of finance, he was associated with Christ Is The Key for 20 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm provides various investment programs and platforms, utilizing both proprietary research models and third-party strategies across discretionary and non-discretionary accounts.

Tommy Foushee Jr. is a CFP® professional with four years of industry experience, currently with LPL Financial in Atlanta. He previously worked at Fifth Third Private Bank and SunTrust Bank, among other firms. Outside of his advising role, he participates in online survey work and serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and asset management capabilities.

Shaun Seales is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Farmers Financial Solutions, Lincoln Financial, Athene, VOYA Financial, and Crossroads Capital. He serves as president of the Heritage Hills Metro District Board, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services, combining advisory platforms with various non-advisory financial activities.

William Truett is a financial advisor with LPL Financial, holding a Series 66 designation and having one year of industry experience. Prior to joining LPL Financial and First Horizon Advisors in 2025, he was involved with Poplar Pike Wine and Liquors, LLC for four years and has worked in education roles at Houston High School and Houston Middle School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Charles Polka is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Cadaret, Grant & Co., Inc., Massachusetts Mutual Life Insurance Company, and MetLife Resources. Polka is also a licensed non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of advisory and non-advisory financial services.

Sachin Menon is a financial advisor with LPL Financial in Cary, NC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Carty, Harding & Hearn, Inc. from 2004 to 2006. Menon also practices physical therapy on a pro bono and consultancy basis to maintain his license. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a range of investment strategies delivered through a large network of advisors and incorporates technology for operational and research support.

Jagger Newton is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to entering the financial industry, he was involved in several entrepreneurial ventures, including ownership roles at The Republic Steakhouse, Jackson's Deer Processing, and The Crawfish Shack. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Eugene Sninski II is a financial advisor at LPL Financial with 18 years of industry experience. He previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. He holds Series 63 and Series 65 designations. Outside of advising, Eugene serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services supported by a large network of advisors and advisory tools.

Susan Gross is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with LPL Financial since 2007. Outside of her advisory work, Gross serves as an NRA instructor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of financial planning and investment management solutions through a large network of advisors.

Marie Knorr is a CFP® professional with 24 years of experience in the financial services industry. She currently works at LPL Financial and has held prior roles at Wayne Hummer Investments and Lincoln Investment. Outside of her advisory work, she is involved with several business ventures including Knorr Enterprises and KPT LLC, as well as providing tax preparation and accounting services through Trupoint Tax Service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions that include model portfolio programs, third-party asset management, and institutional platforms.

Joshua Ripley is a financial advisor with LPL Financial based in Ashland, WI, holding Series 63 and Series 65 licenses and 11 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, using a variety of strategies implemented by investment adviser representatives.